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Industry Update Summary March 2012
Analysts: Tim Mullaney | Deepak Jain
TravelStats | Published: May 2012

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  • Summary

Publication Summary

Are some clouds parting for the travel business, including its online sector? Hotel and OTA stocks are growing like azaleas, earnings beats are poppin' out all over, and the economy is kinda, sorta cooperating. And for the first time in recent memory, the economy is blipping up without sending the cost of crude oil to the moon (if only because it was already there). Wow.The indicators we cover in this monthly publication all had a strong March. Airline load factors rose, as did hotel occupancy. RevPAR was up from a year ago. Airline yields kept falling as oil prices crested and began to drift lower. It all looks pretty good.